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Portfolio (Quarterly) Guide ↗

Millennium Management

· CIK 0001273087
13F Portfolio $240.3B AUM 5,624 positions Filed May 15, 2026 ← All Funds
Q1 2026 Q4 2025 · All 710 New 2283 Added 2325 Reduced 1038 Exited
Page 52 of 117  ·  2,325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 ZEVRA THERAPEUTICS INC 590,269.0 $5.5M 0.00% -544K -48.0% $9.32
1022 ITW CALL ILLINOIS TOOL WKS INC Industrials 21,100.0 $5.5M 0.00% -21K -49.8% $260.29 -4.0%
1023 NCLH PUT NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 293,600.0 $5.5M 0.00% -110K -27.2% $18.70 -11.9%
1024 FTDR FRONTDOOR INC Consumer Cyclical 103,539.0 $5.5M 0.00% -6K -5.8% $52.86 +16.3%
1025 TIPT TIPTREE INC Financial Services 323,381.0 $5.5M 0.00% -208K -39.2% $16.92 -0.2%
1026 MTRX MATRIX SVC CO Industrials 476,411.0 $5.5M 0.00% -10K -2.1% $11.48 +9.1%
1027 DOW CALL DOW HLDGS INC Basic Materials 130,400.0 $5.4M 0.00% -816K -86.2% $41.65 -13.8%
1028 SU PUT SUNCOR ENERGY INC NEW Energy 72,200.0 $5.4M 0.00% -66K -47.7% $75.08 -9.7%
1029 PATH PUT UIPATH INC Technology 487,700.0 $5.4M 0.00% -900K -64.8% $11.10 -4.8%
1030 ENPH CALL ENPHASE ENERGY INC Energy 143,000.0 $5.4M 0.00% -130K -47.6% $37.81 +64.9%
1031 EW PUT EDWARDS LIFESCIENCES CORP Healthcare 67,500.0 $5.4M 0.00% -251K -78.8% $80.08 +3.9%
1032 TCOM TRIP COM GROUP LTD Consumer Cyclical 108,190.0 $5.4M 0.00% -102K -48.5% $49.79 -2.5%
1033 NMRA NEUMORA THERAPEUTICS INC. Healthcare 2,754,854.0 $5.4M 0.00% -862K -23.8% $1.95 -5.1%
1034 CAH PUT CARDINAL HEALTH INC Healthcare 25,300.0 $5.3M 0.00% -17K -40.3% $211.31 -5.1%
1035 NGVC NATURAL GROCERS BY VITAMIN Consumer Defensive 206,293.0 $5.3M 0.00% -208K -50.3% $25.85 +12.3%
1036 PACK RANPAK HOLDINGS CORP Consumer Cyclical 1,493,180.0 $5.3M 0.00% -95K -6.0% $3.57 +73.1%
1037 BITFARMS LTD 2,731,893.0 $5.3M 0.00% -4.1M -59.9% $1.95
1038 WYNN WYNN RESORTS LTD Consumer Cyclical 52,451.0 $5.3M 0.00% -394K -88.2% $101.55 -3.4%
1039 DISC MEDICINE INC 83,259.0 $5.3M 0.00% -102K -54.9% $63.94
1040 VOYA VOYA FINANCIAL INC Financial Services 77,823.0 $5.3M 0.00% -691K -89.9% $68.32 +20.6%
Page 52 of 117  ·  2,325 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 19.2%
Financial Services 16.8%
Industrials 13.1%
Healthcare 12.2%
Consumer Cyclical 9.0%
Communication Services 6.5%
Energy 6.1%
Basic Materials 5.3%
Utilities 4.2%
Real Estate 3.9%